NVIDIA Crushes Q2 Estimates, Then Stuns Wall Street With 70% Long-Term Growth Forecast
NVIDIA crushed Q2 estimates with $96B revenue and a strong Q3 outlook. The real catalyst: 70% fiscal 2028 growth guidance and a massive AWS GPU deal.
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Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.
AI Neocloud Nscale Targets $3 Billion IPO, Backed by $51 Billion in Contracted Revenue
Nvidia, Dell and Nokia-backed Nscale seeks up to $3B U.S. IPO.
Nvidia’s $6 Billion ‘Non-Acquisition’ of Poolside: License, Talent, and a $12B Stake
Nvidia pays Poolside $6B for a non-exclusive license to its Model Factory, offers jobs to 109 staff, and invests $1B. Third such deal — not an acquisition.
Rothschild Sees 30% Upside for Apple Stock on Foldable iPhone Ultra and AI Reset
An Nvidia partnership for open-source AI models could fix Apple Intelligence and drive 30% upside.
UBS Reaffirms Confidence in SpaceX as Starlink and Institutional Backing Strengthen
According to Goldman Sachs, the global space market could hit $1.8 trillion by 2035 — with SpaceX best placed via Starlink and launch dominance.